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August 31, 2017

View group member engagement in a convenient report linked from each group. See the number of members, posts, comments, likes, questions, and answered questions in a single view for each group. This feature is available in Salesforce Classic only.

Anyone with permissions can view the group engagement report. Group owners, managers, and other users with permissions (for example, users with the “Modify All Data” and “Manage Unlisted Groups”) can quickly access this report by clicking Show Group Report below the group photo.

August 30, 2017

Choose a global constant to set a value to null or an empty string. For example, choose $GlobalConstant.Null.

Two global constants are

1. $GlobalConstant.Null
2. $GlobalConstant.EmptyString

Scenarios for Process Builders:

1. While using update action in Process builder for Contact records and then if we want to clear Account field, then we can use $GlobalConstant.Null. We cannot use $GlobalConstant.EmptyString since the lookup field cannot be mapped to blank string.

2. While using insert or update action in Process builder and if we would like to update any field with blank value, then we can use $GlobalConstant.EmptyString.

August 25, 2017

Chatter streams are custom feeds that you create by combining multiple related feeds. Look for streams on your Chatter home page. Create up to 100 streams that each combine posts from up to 25 different feeds and feed types. Create streams that combine feeds from people, groups, and records, like accounts, opportunities, cases, and more.

1. Go to chatter tab and get started. Click + to create a chatter stream.

2. Enter details and Save Chatter Streams Salesforce.

You will be able to see all the feeds related to the records selected. You can select records across all objects.

Before you move into the implementation phase of your project, it’s best to have some important pieces in place. These include a solid project team and a set of requirements for go-live. This unit helps you put together a preliminary structure for executing a successful move to Service Cloud.

When it comes to implementing a new solution, there are a lot of components to consider. What do you roll out in Phase 1 versus Phase 2 (or beyond)? For example, do you need all of those macros moved over to Service Cloud immediately, or is this transition a good time to do some spring cleaning and only migrate the few that your team regularly uses?

Note:
There are few trailhead modules specially designed for migration of Desk.com to Service Cloud.

You can only have 25 classes scheduled at one time. You can evaluate your current count by viewing the Scheduled Jobs page in Salesforce or programmatically using the Force.com Web services API to query the CronTrigger object.

August 15, 2017

Data integration keeps your data up-to-date. When you activate a data integration rule, Salesforce immediately checks your existing records against a data service to see if new data is available. New records are checked when they're saved. Based on your rule settings, your records are updated with new data.

Data integration rules let you specify the object and fields to update and the data service to use. In addition, the rules let you control triggers and workflow rules for the records that are updated.

August 8, 2017

Salesforce Shield lets customers see who is doing what with sensitive data, know the state and value of their data going back up to ten years, and encrypt sensitive data at rest, while still preserving business functionality. It is declarative.

Salesforce Shield includes three core services:

Event Monitoring

Captured daily

28 event types captured

Apex Callout

Async Report

Content Transfer

Logout

Report Export

Time-Based Workflow

Apex Execution

Bulk API

Dashboard

MDAPI Operation

REST API

URI

Apex SOAP

Change Set Operation

Document Attachment Downloads

Multiblock Report

Salesforce1 Adoption (UI Tracking)

Visualforce

Apex Trigger

Content Distribution

Login

Package Install

Sandbox

API Content

Document Link

Login As

Report

Sites

30 days of events retained

Log files are exposed via the API

Data available the following day

Below can be done using the log captured

Use Analytics Cloud, or:

Import data into any BI tool

Build an app

Use pre-built AppExchange apps

Export to CSV file

Field Audit TrailNote:
Field Audit Trail is similar to Field History tracking. It is not like Set Up Audit trail.

Field Audit Trail captures the full life cycle of your data so you can quickly determine the state and value of your data for any date, at any time and define the data retention policy so data is deleted when no longer needed.

Tracks up to 10 years of history with 60 fields per object.

Now you can define rules for how your data is stored in production and archive environments with point-and-click tools.

Platform Encryption
Shield Platform Encryption gives your data a whole new layer of security while preserving critical platform functionality. It enables you to encrypt sensitive data at rest, and not just when transmitted over a network, so your company can confidently comply with privacy policies, regulatory requirements, and contractual obligations for handling private data.